Job summary
Job post source
This job is directly from Great Lakes Financial Group of Prudential, a part of Prudential Advisors.
Job overview
The Financial Planner role at Great Lakes Financial Group of Prudential involves helping clients achieve their financial goals through comprehensive planning and advisory services, contributing to the firm's client success and growth.
Responsibilities and impact
The Financial Planner will develop client relationships, gather client information to build financial plans, assist with retirement preparation, and prepare investment portfolio recommendations as part of a team of Financial Advisors.
Compensation and benefits
The position offers a structured career development program with initial part-time pay at $15/hour, progressing to a full-time commission-based Financial Professional Associate role with average first-year earnings of $50,000 to $75,000, plus eligibility for 401(k), medical, dental, vision, life insurance, and paid leave benefits.
Experience and skills
Candidates should be self-starters with an entrepreneurial mindset, strong communication and negotiation skills, problem-solving abilities, and preferably prior sales or networking experience; a college degree or equivalent experience is required, but no prior financial industry knowledge is necessary due to comprehensive training.
Career development
The company provides a clear licensing and education framework, comprehensive training, joint work support, and a roadmap for success with experienced leadership to foster professional growth.
Work environment and culture
The culture emphasizes lifelong learning, teamwork, support, and a customer service focus within a professional and inclusive environment.
Company information
Great Lakes Financial Group of Prudential is part of Prudential Advisors, a well-established financial services firm offering insurance and investment products, committed to equal opportunity employment and professional development.
Team overview
The candidate will join a team of Financial Advisors focused on client success and collaborative work to achieve financial goals.
Job location and travel
The position is based in Ann Arbor, with no specific mention of remote work or travel requirements.
Application process
Interested candidates are encouraged to schedule informational interviews by contacting the provided phone number or email address.
Unique job features
The role features a unique career development program covering licensing fees and study materials, a phased employment approach from affiliate to full-time associate, and competitive compensation with benefits uncommon in the industry.
Company overview
Great Lakes Financial Group of Prudential is a regional division operating under the broader Prudential Financial umbrella, a major player in the global financial services industry. The group provides a range of financial products and services, including life insurance, retirement planning, investment management, and wealth advisory solutions, primarily targeting individuals, families, and businesses in the Great Lakes region. Revenue is generated through insurance premiums, asset management fees, and commissions on financial products. As part of Prudential, the group benefits from a legacy dating back to the late 1800s, a reputation for financial strength, and a commitment to customer-centric service. Candidates should be aware of the company’s emphasis on ethical practices, ongoing professional development, and its role in supporting clients’ long-term financial security.
How to land this job
Position your resume to highlight your entrepreneurial mindset, self-starter attitude, and strong communication skills, as these are key traits for a Financial Planner at Great Lakes Financial Group of Prudential.
Emphasize any experience in sales, networking, client relationship building, and problem-solving to align with the job description’s focus on client engagement and financial planning support.
Apply through multiple internet locations including the Prudential corporate careers site and LinkedIn to maximize your visibility and chances of being noticed for the Financial Planner role.
Connect with current Financial Advisors or team members at Great Lakes Financial Group of Prudential on LinkedIn; start conversations by asking about their experience with the Career Development Program or by commenting on recent Prudential initiatives or financial planning trends they share.
Optimize your resume for ATS by incorporating keywords such as 'financial planning,' 'client relationship management,' 'entrepreneurial,' 'sales experience,' 'licensing,' and 'financial services industry' to ensure it passes automated screenings.
Use Jennie Johnson’s Power Apply feature to automate tailored applications, identify multiple application channels, and discover LinkedIn contacts, allowing you to focus more on preparing for interviews and networking effectively.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.